HHPLIFT – 2021 HHPLIFT Silent Auction
Auction Ends: May 19, 2021 07:00 PM CDT

Services

Financial Planning Session with CFP

Item Number
326
Estimated Value
500 USD
Opening Bid
167 USD

The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to HHPLIFT (tax ID 46-0800614) on behalf of the winner.

Live Event Item

After the online close, this item went to a Live Event for further bidding.

Item Description

A two-hour financial planning session with an independent CERTIFIED FINANCIAL PLANNER™

Nick specializes in retirement planning, employee stock options, college planning as well as inheritance/charitable giving. The goal for the session will to take an overview of your current situation and develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the session. 

Item Special Note

Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the meeting. Please note: The sessions will be done over Zoom or Phone.

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